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I Valued Every Stock In My $1.3 Million Portfolio
In most cases, the best buy is right within your own portfolio. To figure it out, sometimes you have to do valuation. We're going to be doing valuations in this video. We're going to be doing them for every single holding in my portfolio.That means Meta, Amazon, ASML, Costco, Dualingo, Google. We have into it, Mastercard, Moody's, Microsoft, Netflix, S&P Global, and Texas Roadhouse. That is every single position in my portfolio.about $1.3% million total, around $500,000 of gains total. We're going to be goi ...
X @TechCrunch
TechCrunch· 2026-03-04 20:07
Google settles with Epic Games, drops its Play Store commissions to 20% https://t.co/pB8dgsESrt ...
Jefferies and HSBC Cut Adobe Inc. (ADBE) Price Targets
Insider Monkey· 2026-03-04 19:00
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8] Market Dynamics - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate, indicating a broad impact across various sectors [2] - The competitive landscape includes major players like Tesla, Nvidia, Alphabet, and Microsoft, but there is a belief that a smaller company may offer even greater investment potential [6][7] - The urgency to invest in AI-related stocks is emphasized, with a suggestion that early investors may benefit significantly as the market evolves [9]
X @TechCrunch
TechCrunch· 2026-03-04 18:55
Google’s Gemini rolls out Canvas in AI mode to all US users https://t.co/FPyLfPKpA7 ...
Middle East Conflict Escalates as IDF Strikes Iran; Google and MSC Announce Major Operational Shifts
Stock Market News· 2026-03-04 18:38
Key TakeawaysIDF fighter jets launched strikes on targets in Iran, including Tehran, Yazd, and Tabriz, following a fresh missile and drone attack by the IRGC.Google (GOOGL) is slashing global app developer fees to a range of 9% to 20% starting this summer following a landmark settlement with Epic Games.MSC announced emergency fuel surcharges of up to $90 per reefer TEU on major trade routes from Europe to Southern Africa, effective March 16, 2026.The U.S. and Japan are advancing a $550 billion investment pl ...
Hedge Fund and Insider Trading News: Divya Nettimi, Ray Dalio, Warren Buffett, Leopold Aschenbrenner, Squarepoint Capital, Brevan Howard, Millennium Management, SoFi Technologies Inc (SOFI), CF Indust
Insider Monkey· 2026-03-04 18:38
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] - The article suggests that investors may regret not owning shares in a specific AI company that is positioned to capitalize on this technological wave [9]
X @Bloomberg
Bloomberg· 2026-03-04 17:50
Alphabet’s Google and Epic Games proposed a new settlement Wednesday to resolve a long-running antitrust case between the two companies. https://t.co/l2pgHlxxL6 ...
Father sues Google after Gemini chatbot allegedly encouraged son to kill himself
MINT· 2026-03-04 16:59
A wrongful death lawsuit filed in the United States is raising new questions about the psychological risks of artificial intelligence chatbots. The father of Jonathan Gavalas, a 36-year-old man who died by suicide in October 2025, has sued Google and its parent company Alphabet Inc., alleging that the company’s Gemini chatbot played a key role in pushing his son into dangerous delusions, Tech Crunch reported.According to the complaint, Gavalas began using Google’s AI chatbot Gemini in August 2025 for everyd ...
Latest News From Amazon and Meta Shows Why Alphabet Is the AI Stock to Beat
Yahoo Finance· 2026-03-04 16:40
Recent news coming out of Meta Platforms (NASDAQ: META) and Amazon (NASDAQ: AMZN) offers the latest proof for why Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is one of the best artificial intelligence (AI) stocks to own. According to a report from The Information, Meta canceled the development of its most advanced custom AI chips after struggling with its design. It had planned to use the chips to help train its AI models. Instead, the social media giant will focus on a simpler version. This is the second AI ...
Best Buy wants to be at the forefront of agentic AI discovery
Yahoo Finance· 2026-03-04 16:31
This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Best Buy is working to position itself at the forefront of AI-powered discovery as the company works to boost its sales growth. “As agentic commerce matures, we want to serve our customers in new ways, both on and off of platforms,” CEO Corie Barry said during a Q4 2026 earnings call Tuesday. “That includes evolving bestbuy.com to be more agentic friendly and ensuring our si ...